--- title: "Resume a rebalance | RupeeCase Terminal" description: "Resume checks every order at your broker again, books what filled and sends fresh orders for what did not. Here is what it does and what to check first." source_url: "https://www.rupeecase.com/learn/terminal/resume-a-rebalance" --- ## Watch: Resume a rebalance Resume sits on a portfolio that needs attention.Resume: how do I restart a rebalance that stopped? 5 chapters, 1:02, with voice and music 1. [Chapter 1Where it is0:16](/instiv2/media/tut5/resume-a-rebalance-where-phone-dark-v1-va2.mp4) 2. [Chapter 2What it means0:24](/instiv2/media/tut5/resume-a-rebalance-meaning-phone-dark-v1-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut5/resume-a-rebalance-example-phone-dark-v1-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut5/resume-a-rebalance-reading-phone-dark-v1-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut5/resume-a-rebalance-watch-phone-dark-v1-va2.mp4) Screens from the RupeeCase app on sample data. Strategy figures are model, back tested, as of the date on screen. Formula and example numbers are illustrative. Mark as watched 4In this screen ## Every button the video points at. A still from each chapter with its buttons and fields numbered. Pick a number to zoom in on it; hover the still for a close up; Esc shows the whole screen again. Sample data, no order is placed. **1**Where it is**2**What it means ### Chapter 1: Where it is 1 Show the whole screen 1 Show the whole screen 1. 1**Resume**Resume sits on a portfolio that needs attention. Shown in the video, not on this still 2. 2**Resume in Orders** It is also beside the stopped action in Orders and the Ledger. Shown in the video, not on this still ### Chapter 2: What it means 12 Show the whole screen 12 Show the whole screen 1. 1**Resume reconciliation**It re-checks every fill at your broker. Shown in the video, not on this still 2. 2**Resume reconciliation**Resume reconciliation re-checks every fill at your broker, then sends fresh orders for the shares that did not fill. It can place real orders, so the broker's order book and funds are worth a look first. The video does not press it. Shown in the video, not on this still ## Where it is ScreenDashboard and PortfolioBasic Resume is on the Dashboard card of a portfolio that needs attention, under the portfolio's progress panel, on the stopped row of the Ledger and beside the action on the Orders tab. Index in this video: [Midcap](/strategies/midcap) (strategy page). ## What it means Resume opens "Resume reconciliation": it re-checks all trade fills at the broker and updates the status. On Resume confirm, the server rebuilds the portfolio from the fills, then sends fresh orders at the live price for the shares that did not fill (rejected, cancelled, partly filled or never sent). An order still working at the broker today is left to fill. An order left open from an earlier trading day must first be checked against your broker in a "Resolve stale order" sheet. When nothing is left to do, the task closes and the portfolio is Up to date again. ## The formula Resume books what filled, then orders only the shares still missing, at the live price. Orders already filled are never sent again. As computed in the RupeeCase app`Resume = re-read the fills at the broker then, for each order with shares not filled: rejected, cancelled, partly filled or never sent: a fresh order for the shares left, at the live price an order still open today: left to fill an open order from an earlier day: verify it at the broker first (Resolve stale order)` ## Worked example Example only * A rebalance: 3 sells filled, then 1 buy of 40 rejected * Resume: the 3 sells stay booked; 1 fresh buy order for 40 * It fills: the task closes and the portfolio is Up to date ## How to read it * "Portfolio reconciliation resumed." means the server took it; the panel then shows the steps again. * A "Resolve stale order" sheet means an order from an earlier day needs checking first. * If Resume says the portfolio is busy, a task is still running; wait for it. ## Watch out * Resume can send real orders on a Live portfolio; check your broker cash and session first. * If an order was rejected for funds, add cash at your broker before you Resume, or it may be rejected again. * Cancel the orders you do not want sent again before you Resume. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Resume sits on a portfolio that needs attention. 2. 0:16**What it means.** It re-checks every fill at your broker. 3. 0:40**Worked example.** Worked example, example only: A rebalance: 3 sells filled, then 1 buy of 40 rejected. Resume: the 3 sells stay booked; 1 fresh buy order for 40. It fills: the task closes and the portfolio is Up to date. 4. 0:46**How to read it.** How to read it: "Portfolio reconciliation resumed." means the server took it; the panel then shows the steps again. A "Resolve stale order" sheet means an order from an earlier day needs checking first. If Resume says the portfolio is busy, a task is still running; wait for it. 5. 0:52**Watch out.** Watch out: Resume can send real orders on a Live portfolio; check your broker cash and session first. If an order was rejected for funds, add cash at your broker before you Resume, or it may be rejected again. Cancel the orders you do not want sent again before you Resume. ## Terms in this tutorial * [Needs attention](/learn/glossary#needs-attention)A flag that the last action on a portfolio, an investment, rebalance or withdrawal, stopped before it finished, for example because an order did not go through. * [rebalancing](/learn/glossary#rebalancing)Periodic reset of portfolio holdings back to target weights or a new selection. * [Broker session](/learn/glossary#broker-session)The live link between the app and your broker account after you sign in to the broker. * [Orders](/learn/glossary#orders)The buy and sell instructions sent to your broker while a top up, withdrawal or rebalance runs. ## Learn it in depth * [Module 10.5: Portfolio Monitoring & Rebalancing in Practice9 min read, free](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice) * [Module 10.7: Running a Portfolio: Invest, Top Up, Withdraw and Rebalance9 min read, free](/learn/path-10/module-10-7-running-a-portfolio-invest-top-up-withdraw-and-rebalance) TKeep watching ## Next tutorial. [1:14Next tutorial, When something goes wrongPartly done: how do I finish a rebalance that partly filled?Some orders filled, some did not. Read the Orders tab, then re-price, resend or cancel each open leg and Resume to close the rebalance.Watch next](/learn/terminal/complete-a-partial-rebalance) ### Related tutorials * [1:01When something goes wrong, BasicNeeds attention: what does the app tell me when a task stops?1:01 video, BasicWatched](/learn/terminal/needs-attention-alerts) * [1:02Your money, BasicRebalance in the app: what does Rebalance now do?1:02 video, BasicWatched](/learn/terminal/rebalance-in-the-app) * [1:08When something goes wrong, BasicOrder status: what do Placed, Open and Partly filled mean?1:08 video, BasicWatched](/learn/terminal/order-status-explained) [All 67 terminal tutorials](/learn/terminal/) Try it in Practice ## See it on your own screen. Practice mode runs the whole terminal without real orders, so you can open any strategy and find every screen from this tutorial for yourself. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Glossary](/learn/glossary) Explore next ## Keep learning the terminal. * [TutorialRejected orders: why did my broker refuse an order?0:47 video, Basic](/learn/terminal/rejected-orders-and-why) * [TutorialResend: how do I send a rejected order again?1:07 video, Basic](/learn/terminal/resend-a-failed-order) * [TutorialCancel order: how do I drop a stuck order?0:54 video, Basic](/learn/terminal/cancel-an-order) * [TutorialBroker session expired: why sign in again every day?0:50 video, Basic](/learn/terminal/broker-session-expired) * [TutorialNot enough cash: what happens when funds or margin fall short?0:56 video, Basic](/learn/terminal/insufficient-funds-or-margin) * [TutorialPractice and Live: what can go wrong in each?0:54 video, Basic](/learn/terminal/practice-vs-live-when-things-fail) Community ## Join my WhatsApp group. Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7) [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera Education only, not investment advice. Screens are recordings of the RupeeCase app on sample data. Strategy figures are model, back tested and after estimated charges, as of the date on screen; they are not client returns and not a promise of future returns. Formula and worked example numbers are illustrative. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd; it is not a mutual fund, a PMS, an AIF or a SEBI registered investment adviser. Trades execute through your own SEBI registered broker and the shares sit in your own demat. Investments in securities markets are subject to market risks.